Bank of Montreal’s Simon Property Group SPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.12M | Sell |
9,500
-10,000
| -51% | -$2.06M | ﹤0.01% | 1707 |
|
|
2026
Q1 | $3.64M | Buy |
19,500
+13,000
| +200% | +$2.48M | ﹤0.01% | 1431 |
|
|
2025
Q4 | $1.2M | Buy |
6,500
+2,200
| +51% | +$400K | ﹤0.01% | 1881 |
|
|
2025
Q3 | $807K | Buy |
+4,300
| New | +$742K | ﹤0.01% | 2056 |
|
|
2025
Q2 | – | Sell |
-600
| Closed | -$99.6K | – | 3716 |
|
|
2025
Q1 | $99.6K | Hold |
600
| – | – | ﹤0.01% | 2922 |
|
|
2024
Q4 | $103K | Hold |
600
| – | – | ﹤0.01% | 2943 |
|
|
2024
Q3 | $101K | Buy |
+600
| New | +$95K | ﹤0.01% | 3248 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$14.4K | – | 4293 |
|
|
2023
Q4 | $14.4K | Sell |
100
-5,900
| -98% | -$713K | ﹤0.01% | 3759 |
|
|
2023
Q3 | $701K | Buy |
+6,000
| New | +$703K | ﹤0.01% | 2245 |
|
|
2023
Q1 | – | Sell |
-17,100
| Closed | -$2.01M | – | 4159 |
|
|
2022
Q4 | $2.01M | Sell |
17,100
-38,800
| -69% | -$4.31M | ﹤0.01% | 1789 |
|
|
2022
Q3 | $5.58M | Buy |
55,900
+2,800
| +5% | +$286K | ﹤0.01% | 1295 |
|
|
2022
Q2 | $5.37M | Buy |
53,100
+45,200
| +572% | +$5.18M | ﹤0.01% | 1385 |
|
|
2022
Q1 | $1.06M | Buy |
+7,900
| New | +$1.13M | ﹤0.01% | 2285 |
|
|
2021
Q2 | – | Sell |
-13,000
| Closed | -$1.49M | – | 4795 |
|
|
2021
Q1 | $1.49M | Sell |
13,000
-20,700
| -61% | -$2.16M | ﹤0.01% | 1932 |
|
|
2020
Q4 | $2.8M | Buy |
+33,700
| New | +$2.57M | ﹤0.01% | 1673 |
|
|
2019
Q4 | – | Sell |
-7,000
| Closed | -$1.09M | – | 4995 |
|
|
2019
Q3 | $1.09M | Buy |
7,000
+2,800
| +67% | +$435K | ﹤0.01% | 2030 |
|
|
2019
Q2 | $671K | Buy |
+4,200
| New | +$723K | ﹤0.01% | 2257 |
|
|
2017
Q4 | – | Sell |
-5,800
| Closed | -$934K | – | 4322 |
|
|
2017
Q3 | $934K | Buy |
+5,800
| New | +$926K | ﹤0.01% | 2009 |
|
|
2016
Q3 | – | Sell |
-5,900
| Closed | -$1.28M | – | 4176 |
|
|
2016
Q2 | $1.28M | Buy |
5,900
+1,200
| +26% | +$245K | ﹤0.01% | 1720 |
|
|
2016
Q1 | $976K | Buy |
+4,700
| New | +$903K | ﹤0.01% | 1766 |
|
|
2015
Q4 | – | Sell |
-4,800
| Closed | -$882K | – | 4399 |
|
|
2015
Q3 | $882K | Buy |
+4,800
| New | +$880K | ﹤0.01% | 1619 |
|
|
2015
Q1 | – | Sell |
-4,500
| Closed | -$819K | – | 4176 |
|
|
2014
Q4 | $819K | Sell |
4,500
-2,100
| -32% | -$373K | ﹤0.01% | 1820 |
|
|
2014
Q3 | $1.08M | Buy |
+6,600
| New | +$1.11M | ﹤0.01% | 1735 |
|
|
2014
Q1 | – | Sell |
-7,122
| Closed | -$1.02M | – | 4146 |
|
|
2013
Q4 | $1.02M | Sell |
7,122
-15,414
| -68% | -$2.22M | ﹤0.01% | 1462 |
|
|
2013
Q3 | $3.14M | Buy |
22,536
+12,437
| +123% | +$1.81M | ﹤0.01% | 958 |
|
|
2013
Q2 | $1.5M | Buy |
+10,099
| New | +$1.62M | ﹤0.01% | 1221 |
|
Other funds holding SPG
Bank of Montreal's SPG Position: Q2 2026 in Review
Bank of Montreal increased its Simon Property Group (SPG) stake by 14% in Q2 2026, buying an estimated $23.5M and bringing the position to 942,135 shares worth $211M. The position accounts for 0.07% of the portfolio, ranked #227.
Bank of Montreal first reported a position in SPG in Q2 2013 and has held it in 53 quarters since. The position peaked at $229M in Q4 2021. 1,363 funds tracked by Wall St. Rank hold SPG as of Q2 2026.
- Bank of Montreal held 942,135 shares of Simon Property Group worth $211M as of Q2 2026.
- Bank of Montreal bought 114,210 Simon Property Group shares in Q2 2026, an estimated $23.5M.
- Simon Property Group made up 0.07% of Bank of Montreal's portfolio in Q2 2026, its #227 holding.
- Bank of Montreal first reported a position in Simon Property Group in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Simon Property Group position peaked at $229M in Q4 2021.
- 1,363 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.